Garin S. De Petra, Clu®

Garin S. De Petra, Clu® Email and Phone Number

Creating Life Insurance Success in Multi-Line Agencies | CEO & Co-Founder | Insurance Coach | Business Development Leader | Appointment Setting & Growth Strategist @ LifePoint Group, Inc.
Garin S. De Petra, Clu®'s Location
Dallas-Fort Worth Metroplex, United States
Garin S. De Petra, Clu®'s Contact Details

Garin S. De Petra, Clu® work email

Garin S. De Petra, Clu® personal email

About Garin S. De Petra, Clu®

I have more than 20 years experience in the financial services industry, including financial planning, risk management and multi-line insurance agency expertise. I have consulted with other business owners for most of my career and I am passionate about the opportunity to streamline and simplify what can be seen as complicated. My career has been dedicated to solving the gap in critical coverage that so many American households have while making a business impact with insurance agency owners.

Garin S. De Petra, Clu®'s Current Company Details
LifePoint Group, Inc.

Lifepoint Group, Inc.

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Creating Life Insurance Success in Multi-Line Agencies | CEO & Co-Founder | Insurance Coach | Business Development Leader | Appointment Setting & Growth Strategist
Garin S. De Petra, Clu® Work Experience Details
  • Lifepoint Group, Inc.
    Ceo | Co-Founder | Head Of Business Development
    Lifepoint Group, Inc. Oct 2022 - Present
    Co-Founder and CEO, creating new agency partnerships with multi-line agents and life insurance producers. Promoting life & financial services revenue growth through business development, activity creation, and sales coaching. Our team provides data analysis for carrier stakeholders to create actionable strategies from real results.
  • Jag Insurance Producer Services
    Co-Founder And Head Of Operations
    Jag Insurance Producer Services Sep 2021 - Oct 2022
    Missouri, United States
    Co-Founder and Head of Operations
  • American Family Insurance
    Financial Professional
    American Family Insurance Sep 2015 - Sep 2021
    Dallas/Fort Worth Area
    Life Insurance Advisor/External Wholesaler/State Product Manager
  • Allstate
    Financial Professional/Manager
    Allstate Jun 2013 - Sep 2015
    St. Louis Park And Chanhassen Mn
    Exclusive Financial Specialist/Agency Manager
  • Guardian Life
    Financial Professional/Manager
    Guardian Life Jul 2012 - Jun 2013
    Greater Minneapolis-St. Paul Area
    VP of Distribution/Financial Representative
  • Ameriprise Financial Services, Inc.
    Financial Professional/Manager
    Ameriprise Financial Services, Inc. May 2000 - Apr 2012
    Greater Minneapolis-St. Paul Area
    Regional Director of Advice - Southern California/Hawaii, Southwest Market GroupsFinancial Advisor & Coach - American Express Financial Advisors

Garin S. De Petra, Clu® Skills

Leadership Team Building Risk Management Consulting Agency Relationship Management Insurance Sales Financial Planning Business Development Savings Strategies Retirement Plan Consulting Financial Services Sales Management Life Insurance Risk Analysis Entrepreneurship Managing Agency Relationships Marketing Risk Management Financial Analysis Disability Insurance Property And Casualty Insurance Business Process Improvement Tax Advantaged Investment Strategies Recruiting

Garin S. De Petra, Clu® Education Details

Frequently Asked Questions about Garin S. De Petra, Clu®

What company does Garin S. De Petra, Clu® work for?

Garin S. De Petra, Clu® works for Lifepoint Group, Inc.

What is Garin S. De Petra, Clu®'s role at the current company?

Garin S. De Petra, Clu®'s current role is Creating Life Insurance Success in Multi-Line Agencies | CEO & Co-Founder | Insurance Coach | Business Development Leader | Appointment Setting & Growth Strategist.

What is Garin S. De Petra, Clu®'s email address?

Garin S. De Petra, Clu®'s email address is de****@****hoo.com

What schools did Garin S. De Petra, Clu® attend?

Garin S. De Petra, Clu® attended The American College Of Financial Services, University Of Minnesota-Twin Cities, Eden Prairie Senior High School.

What skills is Garin S. De Petra, Clu® known for?

Garin S. De Petra, Clu® has skills like Leadership, Team Building, Risk Management Consulting, Agency Relationship Management, Insurance, Sales, Financial Planning, Business Development, Savings Strategies, Retirement Plan Consulting, Financial Services, Sales Management.

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